Broker

Introducing Brokers

Introducing Brokers

Prime Broker services to help you efficiently manage your business and serve clients.

Flexible Client Management Flexible Client Management Client Billing Flexible Client Billing Innovative Technology Innovative Technology Lower Costs Lower Costs Investors' Marketplace Investors' Marketplace Global Markets Global Markets Advisor Services: A Broker You Can Trust Strength & Security Account Structure Account Structure Advisor Services: Open Account Open Account

Contact our institutional sales team to learn more.

Sales Contacts

The IBKR Advantage

  • A turnkey solution for Prime Brokers covering trading, clearing, reporting, and billing – with no long-term contract required.
  • Access powerful trading technology and advanced trading tools to trade stocks, options, futures, currencies, bonds and funds on over 150 markets in 34 countries and 28 currencies.1
  • Pre-trade compliance, real-time market-risk management and monitoring provide a comprehensive measure of risk exposure.
  • Lower your costs – no ticket charges, no minimums and no technology, software, platform, or reporting fees.
  • Transparent, low commissions and financing rates.
  • IBKR BestXTM is a powerful suite of advanced trading technologies designed to help clients achieve best execution and maximize price improvement while minimizing market impact.
  • Free client relationship management tools to help you efficiently manage clients.
  • Support for global regulatory reporting including FATCA, MiFID II, AML, GDPR and others.
  • Market your services in the Investors’ Marketplace.
  • Full white branding and custom website creation services.

Flexible Client Management

Our Broker Portal is a powerful client relationship management (CRM) system for brokers.

Integrated Client Management

  • Manage the complete client acquisition and relationship lifecycle.
  • Use Client Data Queries to generate reports to segment and analyze your client base.
  • Quickly and easily consolidate financial information from any financial institution with PortfolioAnalyst, a fully featured portfolio management tool.
Flexible Client Management

Efficient Design

Use simplified workflows, logically grouped menus and user access rights to efficiently manage your relationships from any desktop or mobile device.

Reliable Client Onboarding Processes

IBKR offers multiple options for adding clients and migrating to our platform, including fully- and semielectronic account applications, a mass upload feature and support for customized client account applications using our application XML system.

Manage User Access Rights

Set up enhanced user access and account security by creating one or more Security Officers for the master account and designate up to 250 users by function or account.

Learn About Broker Portal

Flexible Client Billing

Use our CRM to implement flexible fee structures, automate fee administration and provide dynamic fee management.

Commission Markups

  • Charge clients for services rendered based on a fee-per-trade unit for each asset class, exchange and currency. The trade unit is determined by the unit IBKR uses for its commissions charges and can be on a per share, per contract, or percent of trade value basis.
  • Apply client fee schedules to individual accounts or store them in templates.
  • Easily maintain different fee schedules for multiple client accounts.

Electronic Invoicing

  • Automatically submit client fee invoices.
  • Set maximum invoicing amounts or percentage caps.
  • Meet your compliance obligations by notifying your clients of advisory fee details.

Interest Markups and Markdowns

  • Mark down credit and short proceeds credit interest and mark up debit interest. Markups and markdowns are entered as percentages with 8 fields available for input.
  • Charge markups to clients based on IBKR stock borrow rates, entered as a variable or fixed percentage of our borrow rate. You can enter both types of markups and our system will apply the markup rate that results in the larger total amount.

Caps and Limitations

  • Client markups by introducing brokers are limited to 15 times IBKR's highest tiered rate plus external fees.
  • For US stocks, the highest tiered rate would be USD 0.0035 per share. USD-denominated bonds are subject to a separate cap on markups. US option markups are limited to 10% of trade value.
  • Limits are subject to change, and specific products may have an additional limit in place.
  • No markups are applied if the client calls IBKR to close a trade.
Learn About Broker Client Markups

Trading Technology to Help Introducing Brokers Succeed

Trading Platforms

Powerful, award-winning trading platforms and tools for managing client assets. Available on desktop, mobile, web and API.

Order Types and Algos

90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.

API Solutions

Our proprietary API and FIX CTCI solutions let institutions create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.

Sophisticated Risk Management

Understand risk vs. returns with real-time market risk management and monitoring that provides a comprehensive measure of risk exposure across multiple asset classes around the world.

Securities Financing

From trade date to settlement date, our Securities Financing solutions provide depth of availability, transparent rates, global reach and automated lending and borrowing tools.

Advanced Trading Tools

Spot market opportunities, analyze results, manage your account and make informed decisions with our free advanced trading tools.

Free Account Tools

Manage taxes and corporate actions, learn about T+1 settlement and trade allocations, and read about additional tools and services available to clients.

Comprehensive Reporting

Our statements and reports cover real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis, tax optimization and more. And if you need trade surveillance support, we may be able to help.

Professional Pricing – Maximize Your Returns

IBKR offers low trading fees1 and with IBKR’s Universal Account, clients can trade stocks, options, futures, currencies, bonds, and funds around the world from a single screen.** If an exchange provides a rebate, we pass some or all of the savings directly back to you.3

Learn About Commissions

The lowest margin rates, with rates as low as USD 5.33%.2

Compare Margin Rates

Earn interest rates of up to USD 4.33% on instantly available cash.3

Compare Interest Rates

Earn extra income on your lendable shares.

See Stock Yield Enhancement

** Regulations require securities and commodities activities to be conducted in separate accounts. Universal Account refers to the consolidation of these accounts for display purposes only, enabling clients the ability to use a single platform to conduct trading activity and view consolidated activity and position information for all products and services offered.

  1. Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.33% for USD) on cash balances if you have a $100k account (net asset value)."
  2. Subject to any applicable legal or regulatory requirements.
  3. According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, May 6, 2024. "Professionals can take advantage of industry-leading commissions, including the lowest margin rates across all balance tiers." View our margin rates for more information.
  4. Restrictions apply. See additional information on interest rates. Credit interest rate as of September 20, 2024.

Investors' Marketplace

600+

investment
services

320+

research
services

450+

technology
services

200+

administrative
services

40+

business dev
services

The Investors' Marketplace lets individual traders and investors, institutions and third-party service providers meet and do business together.

Search for and do business with multiple advisors, brokers, and wealth managers. Access dozens of advisor portfolios, including Smart Beta portfolios, offered by Interactive Advisors. Accredited investors and qualified purchasers can search for, research and invest with hedge funds.

  • Advertise your services at no cost and reach individual and institutional users worldwide.
  • Locate third-party vendors offering API and FIX CTCI solutions.
  • Find third-party, institutional-caliber research providers and access research directly through Trader Workstation (TWS).
Find Services

Discover a World of Opportunities


With IBKR’s Universal Account, clients can trade stocks, options, futures, currencies, bonds, and funds around the world from a single screen.** Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week.

150

Markets

34

Countries

28

Currencies*


Global Markets

Available currencies vary by Interactive Brokers affiliate.

Graphic is for illustrative purposes only and should not be relied upon for investment decisions.

Map Locations
Local Time: Open Closed

mssage123

** Regulations require securities and commodities activities to be conducted in separate accounts. Universal Account refers to the consolidation of these accounts for display purposes only, enabling clients the ability to use a single platform to conduct trading activity and view consolidated activity and position information for all products and services offered.

A Broker You Can Trust

When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.

IBKR

Nasdaq Listed

$16.1B

Equity Capital*

74.2%

Privately Held*

$10.9B

Excess Regulatory Capital*

3.12M

Client Accounts*

2.70M

Daily Avg Revenue Trades*


IBKR Protection
Secure metal vault door

Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.

Introducing Broker Account Structure

Fully Disclosed Broker

Account Information

Fully Disclosed Brokers provide their clients with customer service and marketing. Broker clients can electronically trade or the broker may input trades for the client.

Clients open accounts electronically.

Fully Disclosed Brokers can create multiple tier accounts by adding Registered Advisor, unregistered Family Advisor, Proprietary Trading Group Separate Trading Limit (STL) and Multiple Hedge Fund master accounts to their broker account structure. Each Advisor, Proprietary Trading STL and Multiple Hedge Fund master account holder can add client, sub and hedge fund accounts as required.

Brokers can trade for themselves in the Proprietary Account for Broker-Dealers.

All fees, commission and interest owed to the broker are first sent to the broker's Master account and then swept nightly to the Proprietary Account for Broker-Dealers.

Fully Disclosed Broker PDF Guide

Advisors/Brokers Application Guide


Fully Disclosed Broker Account Structure

A master account linked to an individual or organization client accounts.

Open an Introducing Broker Account

Broker accounts at Interactive Brokers give global regulated brokerage companies the means to reduce their operational, brokerage and clearing costs while providing electronic market access worldwide with our professional white branded trading technology.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. See all available countries.

Please note that monthly activity and other minimum fees may apply.

For information on SIPC coverage on your account, visit www.sipc.org or call SIPC at (202) 371-8300.

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Disclosures

  1. Available currencies vary by Interactive Brokers affiliate.
  2. Low trading fees according to BrokerChooser Online Broker Survey 2023: Read the full article Online Broker Reviews, May 2023. "Interactive Brokers has low trading fees and the best margin rates in the industry. IB currently pays interest (up to 4.33% for USD) on cash balances if you have a $100k account (net asset value)."
  3. ** Regulations require securities and commodities activities to be conducted in separate accounts. Universal Account refers to the consolidation of these accounts for display purposes only, enabling clients the ability to use a single platform to conduct trading activity and view consolidated activity and position information for all products and services offered.
  4. Subject to any applicable legal or regulatory requirements.
  5. According to StockBrokers.com Interactive Brokers Review: Read the full article Online Broker Reviews, May 6, 2024. "Professionals can take advantage of industry-leading commissions, including the lowest margin rates across all balance tiers." View our margin rates for more information.
  6. Restrictions apply. See additional information on interest rates. Credit interest rate as of September 20, 2024.
  7. Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
  8. Interactive Brokers Group and its affiliates. For additional information view our Investors Relations - Earnings Release section.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.